Filters in QuickBooks Report

You might think that QuickBooks' reports are not that complicated to grasp. All things considered, the app offers heaps of pre-formatted report templates which you can just click on and operate. 

Their customization abilities actually place the insight of tens of thousands of accounts in your palms.

Let us look at the Profit & Loss report for instance. Click on Reports | Company & Financial to view the list.

You'll find seven different Profit & Loss report templates which can be customized to make tens of thousands of individual reports. If you simply need to alter the time period for your report, click on the down arrow next to the Dates field. You might even change the columns displayed by clicking on the down arrow next to the Columns field.

To perform more extensive customization, however, click on the Customize Report button in the top left. We are going to focus on filters, even though there are a lot of different options. Click on the Filters tab. Wherever the filter type is duplicated directly to the right of the box, click on the down arrow to view the options there. QuickBooks enables you to produce reports by selecting options down to the tiniest detail, like a dollar amount or an amount range.

Let us say that you wished to find a list of each of the credit card transactions for many remodel activity in the past fiscal quarter at which expenditures for more than100.00 were billed. You'd pick every filter and then open the list to select your desired item. Each filter which you select appears in the Place To pillar. Highlight one and click Remove Selected Filter to take it from this list.

It is possible to pare down your business file to include the specific information you desire. 

When you are done, click OK, and your account will look. Filters again.

Tip: If you think that you are going to want to make this report fairly often, click on the Memorize button near the top of the display. Give the report a name you will remember and also check the box next to Save in Memorized Report Group if you wish to achieve that.

You might want to memorize frequently-used reports to spare time in the long run.

For queries related to QuickBooks visit quickbooks support.